Freightonomics
184 episodes - English - Latest episode: 1 day ago - ★★★★★ - 16 ratingsAt the crossroads of economics and freight there is Freightonomics. This show is hosted by FreightWaves market expert Zach Strickland and economist Anthony Smith.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Governance
April 26, 2024 15:04 - 26 minutesZach and Tony discuss the early GDP release, explain what the new meaning of a yield curve inversion is, and how a few key legal developments may impact transportation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Playing the turn
April 18, 2024 18:32 - 26 minutesZach and Tony discuss how both carriers and some level of shipper are responding to expectations of a market shift. Plus takeaways from J.B. Hunt earnings and Knight Swifts modified expectations. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Eclipsing Inflation
April 11, 2024 16:55 - 26 minutesWelcome to Freightonomics! In this episode, Zach Strickland and Tony Mulvey delve into the latest CPI release and its downstream impacts on the freight market. From seasonal trends to organizational conferences, they dissect how various factors are shaping the current landscape. Join the discussion as they analyze the freight market’s trajectory, explore demand dynamics, and discuss the implications of rising inflation on supply chain management. Key Highlights: CPI insights: Exceeding ex...
Counting trucks
April 04, 2024 16:57 - 26 minutesUnderstanding the Freight Market: Supply, Demand, and Economic Insights Welcome back to another episode of Freightonomics, where we dive deep into the world of freight, economics, and market intelligence. Join hosts Zach Strickland, Head of Freight Market Intelligence, and Tony Mulvey, Economics Expert, as they dissect the latest trends and developments shaping the industry. In this episode: Market Update: Zach and Tony break down the latest trends in truckload demand and capacity, providi...
Collapse
March 28, 2024 17:42 - 28 minutesZach and Tony discuss the impact of the Baltimore bridge collapse as well as a disturbing trend for transportation service providers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Holding Pattern
March 22, 2024 12:56 - 28 minutesZach and Tony discuss the wait and see approach that seems to pervade current economic and transportation market policies. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Signs of Spring
February 29, 2024 18:49 - 28 minutesZach and Tony discuss the freight market freefall and whether or not the continued stress on capacity will manifest as a violent shift later. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Rules, rules, and more rules
February 15, 2024 18:15 - 28 minutesZach and Tony discuss how regulations and targeting symptoms of underlying problems can create increased inefficiency in supply chains. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Too early to be optimistic?
February 08, 2024 18:17 - 28 minutesZach and Tony discuss continued signs of the freight market recovery and strength from the economy, which is atypical for the winter months. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Playing the long game
February 02, 2024 17:15 - 28 minutesZach and Tony discuss what the recent weather disruptions mean for the freight market as well as read the tea leaves from a few key earnings reports. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Transportation’s pricing problem
January 25, 2024 18:12 - 28 minutesZach and Tony give an economic and international shipping update and discuss how transportation’s over competitive pricing sets the market up for increasing volatility. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Winter
January 18, 2024 18:23 - 27 minutesZach and Tony discuss the impacts of deglobalization and weather on the freight market Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
New Year Crap - Outlook
January 04, 2024 18:00 - 27 minutesAnthony and Zach discuss the potential themes for the economy and supply chains in 2024. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Year in Review 2023
December 28, 2023 18:00 - 31 minutesZach and Anthony discuss 2023 in Freight and Economics Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Rough Seas
December 21, 2023 19:57 - 32 minutesAnthony and Zach bring on maritime expert Henry Byers to discuss the impact of the Middle East conflict on global supply chains and themes for 2024. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
All I want for Christmas
December 14, 2023 18:16 - 27 minutesAnthony and Zach talk to Dr. Zac Rogers about the November Logistics Managers’ Index readings and what they tell us about this holiday shipping season. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
How soon is too soon?
December 07, 2023 18:05 - 27 minutesAnthony and Zach discuss the latest economic updates and how freight demand is shifting in the US. Follow the Freightonomics Podcast Other FreightWaves Shows The 2023 Corporate Global Trade Survey Report from Thomson Reuters is here, and you don’t want to miss this. Navigate the ever-changing trade environment with insights into hot topics like the skills gap, ESG reporting, ongoing and upcoming industry developments, and more by getting your free copy today! Download now at the link on your...
Ho ho how’s it going?
November 30, 2023 18:01 - 27 minutesAnthony and Zach discuss how the holiday season is shaping up and if there are any significant developments. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Demand and supply
November 16, 2023 19:10 - 31 minutesAnthony and Zach bring on Dr. Zac Rogers and discuss why there seems to be a discrepancy between the macroeconomy and transportation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
What's Beneath the Surface?
November 02, 2023 17:16 - 28 minutesZach and Anthony go over the intricacies for the prolonged trends gripping the freight industry and the macroeconomy Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
What recession?
October 26, 2023 16:27 - 28 minutesAnthony and Zach discuss what to make of the overachieving GDP release amidst the ongoing freight recession. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Tough sell
October 19, 2023 16:59 - 28 minutesAnthony and Zach discuss Convoy’s digital brokerage demise and what it means for the rest of transportation as well as J.B. Hunt’s underachieving earnings. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The cost of de-risking
October 12, 2023 16:59 - 28 minutesWhat are the effects of diversifying supply chains and increased governmental influence on markets? Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Why sustainability still matters
September 28, 2023 19:23 - 28 minutesSustainability practices tend to take the back burner during an economic downturn. Zach Strickland and Thomas Wasson talk to Paccurate co-founder and CEO James Malley about why sustainability is what matters most in these environments. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Sticking Point
September 14, 2023 16:52 - 28 minutesInflation starts to make a comeback, fueled by gas prices while there are some mixed signals from the market. Anthony and Tony dive into the Macro world. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Down and up
September 07, 2023 17:18 - 28 minutesZach and Anthony discuss how the macroeconomic data is still deteriorating and why the current freight demand upswing may be misleading. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Double-Edged Sword
August 31, 2023 17:03 - 28 minutesZach and Anthony dive into the trends that support growth in the economy also threaten contraction Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Out of Sync
August 24, 2023 18:51 - 28 minutesZach and Anthony discuss how the freight market appears to be showing signs of coming off the ground, while the consumer's future is still murky. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Lowered expectations
August 10, 2023 17:04 - 30 minutesZach and Anthony discuss a slew of earnings calls that are heavily skewed towards lowering guidance for the back half of the year, regardless of some signs of slight improvement in July. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
LMI in July
August 03, 2023 17:46 - 30 minutesZach and Anthony bring on Dr. Zac Rogers to discuss the latest Logistics Managers’ Index results and what they mean for the rest of the year. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Inferring inflection
July 27, 2023 17:02 - 30 minutesZach and Anthony discuss Yellow’s ongoing struggles and its impact on the freight market and ask if there are any signs of an economic inflection point in the data. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Prime Week
July 13, 2023 16:59 - 30 minutesZach and Anthony dive into where the freight economy is primed to head in the second half of 2023. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The summer of discontent
July 06, 2023 17:17 - 30 minutesZach taps in Thomas Wasson to discuss why there seems to be so many labor disputes in the logistics space and discuss what the holiday data tells us about the current state of the freight market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The cost of volatility
June 29, 2023 17:03 - 30 minutesZach and Anthony discuss the reasons transportation providers are struggling and the economics of why Yellow is at the front line. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Supply chain shuffle
June 15, 2023 16:54 - 30 minutesZach and Anthony discuss the hidden changes in transportation and economic patterns and how relationships between data points and indicators are also changing. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Pricing plummet
June 08, 2023 16:49 - 28 minutesZach and Anthony bring on Dr. Zac Rogers and discuss the latest Logistics Managers’ Index report and supply chain management trends. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
But It’s Gonna Get Better, Right??
June 01, 2023 16:55 - 28 minutesZach and Anthony dive into the recent news around the debt ceiling and perspectives around resiliency. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Forecasting frenzy
May 18, 2023 17:08 - 27 minutesAnthony and Zach discuss industry reports with conflicting views around the freight market and macroeconomic conditions. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Transitory transitions
May 11, 2023 16:56 - 28 minutesAnthony and Zach discuss the latest LMI report with Dr. Zac Rogers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Defining the bottom
May 04, 2023 16:46 - 22 minutesAnthony and Zach discuss what the “bottom” of the freight market looks like and how it is different from the broader economy. Pros and cons of specialization, slow versus rapid changes, individual vs group, outdated infrastructure/thinking, value over flash Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
How financial and operational data should be viewed
April 28, 2023 13:43 - 28 minutesAnthony and Zach discuss the purpose of financial data and how it can be misused. Learn more about your ad choices. Visit megaphone.fm/adchoices
Optimism or dishonesty
April 20, 2023 17:01 - 28 minutesAnthony and Zach discuss J.B. Hunt’s Q1 results among others and how much of the early optimism for a late year recovery has waned. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Putting the Stag in Flation
April 13, 2023 17:10 - 28 minutesAnthony and Zach break down how the different sectors are faring as the economy cools and discuss the varying levels of influence from inflation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
How applicable is history
April 06, 2023 17:15 - 28 minutesAnthony and Zach discuss how the freight market bottom may be in sight, but there is a lot of noise around the future of the economy. Are there historical figures that can help us understand the current environment? Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Economic accountability
March 30, 2023 16:51 - 28 minutesAnthony and Zach discuss the current market and the long term impact of the current economic policies that are deterring investment and pushing for more regionalized supply chains. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
March Madness
March 23, 2023 16:53 - 28 minutesAnthony and Zach discuss the Knight-Swift purchase of US Xpress and the current M&A environment as the Fed continues its war on inflation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Financial foundations
March 16, 2023 18:12 - 28 minutesAnthony and Zach discuss takeaways from the recent bank failures and bring on Dr Zac Rogers to discuss the current supply chain environment. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Any spring in our step?
March 02, 2023 17:45 - 28 minutesAnthony and Zach discuss whether or not there are any signs of a return to seasonal patterns after a relatively uneventful winter. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Wait, who’s watching the economy?!
February 16, 2023 17:46 - 28 minutesThis week offered huge releases for the macro economy. Zach Strickland and Anthony Smith dive into those reports and what it means for freight. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
We are not out of the woods
February 09, 2023 17:48 - 28 minutesTony Mulvey and Zach Strickland discuss whether or not we are seeing evidence that the goods economy has bottomed. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices